Toberman Becker Wealth
Craig Toberman is a financial advisor, author, CFA charterholder, CFP® professional, and CPA based in St. Louis. He is a Partner at Toberman Becker Wealth, a fee-only fiduciary advisory firm serving individuals, families, and business owners with retirement planning, tax-efficient investment strategies, and multigenerational wealth management.
Craig brings over a decade of experience in financial services and has helped hundreds of clients develop long-term financial plans designed to adapt through life’s transitions. He is the author of The Five-Year Plan: A Clear Path to Family Business Succession, a modern guide to navigating leadership transitions and preserving legacy across generations.
Craig earned his Bachelor of Science in Agricultural and Consumer Economics from the University of Illinois and his MBA in Finance from Saint Louis University. He holds the Certified Financial Planner™ (CFP®) designation, is a Chartered Financial Analyst (CFA) charterholder, and a Certified Public Accountant (CPA)—a rare combination that reflects deep technical expertise, fiduciary commitment, and holistic insight.
He works with clients across Missouri, Illinois, and the United States.
Toberman Becker Wealth
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Toberman Becker Wealth is a modern, independent, fee-only financial advisory firm based in St. Louis, Missouri. We specialize in retirement planning, tax-efficient investing, and long-term wealth management for individuals and families navigating life’s financial transitions. Our firm is led by partners Craig Toberman and Michael Becker, both dual-certified as CFA charterholders and CFP® professionals. As fiduciaries, we are dedicated to delivering transparent, objective advice that helps clients build, preserve, and transfer wealth with intention.